Kanaly Trust’s USB AG (NEW) OUBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-2,176
| Closed | -$38K | – | 850 |
|
|
2014
Q3 | $38K | Buy |
2,176
+188
| +9% | +$3.28K | 0.01% | 321 |
|
|
2014
Q2 | $36K | Buy |
1,988
+473
| +31% | +$8.57K | 0.01% | 345 |
|
|
2014
Q1 | $31K | Buy |
1,515
+673
| +80% | +$13.8K | 0.01% | 350 |
|
|
2013
Q4 | $16K | Buy |
+842
| New | +$16K | ﹤0.01% | 393 |
|